Latest Institutional Transactions on Iron Mountain Inc (IRM)
This table provides information on the latest institutional transactions involving Iron Mountain Inc (IRM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-4.15K- 50.0% |
$271K - $338K
|
4.15K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
250New |
$16.3K - $20.3K
|
250
$23.1K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.58KNew |
$168K - $210K
|
2.58K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-32- 0.15% |
$2.09K - $2.6K
|
20.8K
$1.92M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
106New |
$6.93K - $8.63K
|
106
$9.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.53K+ 4.92% |
$427K - $531K
|
139K
$12.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.92K+ 14.72% |
$583K - $726K
|
69.5K
$6.42M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
98New |
$6.4K - $7.97K
|
98
$9.06K
|
|
|
May 13, 2024
Q1 2024
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
1.5K+ 3.37% |
$98K - $122K
|
46.1K
$4.26M
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
290New |
$18.9K - $23.6K
|
290
$26.8K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-255Closed |
$16.7K - $20.7K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-580- 0.73% |
$37.9K - $47.2K
|
79K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
834+ 4.76% |
$54.5K - $67.9K
|
18.4K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-82- 73.21% |
$5.36K - $6.67K
|
30
$2.77K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-27.9K- 5.24% |
$1.83M - $2.27M
|
506K
$46.7M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
36New |
$2.35K - $2.93K
|
36
$3.33K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
CALL |
100New |
$6.53K - $8.14K
|
100
$9.24K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-1.38K- 21.76% |
$90K - $112K
|
4.95K
$458K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.19K+ 67.29% |
$78K - $97.1K
|
2.97K
$274K
|
|
|
May 07, 2024
Q1 2024
|
Allen Investment Management LLC
|
BUY
|
- |
2.7KNew |
$176K - $219K
|
2.7K
$249K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-150- 2.85% |
$9.8K - $12.2K
|
5.11K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-1.73K- 32.4% |
$113K - $141K
|
3.61K
$334K
|
|
|
May 03, 2024
Q1 2024
|
Disciplined Equity Management, Inc.
|
SELL
|
- |
-36K- 89.8% |
$2.35M - $2.93M
|
4.09K
$378K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.7KNew |
$176K - $220K
|
2.7K
$250K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.1KNew |
$71.9K - $89.5K
|
1.1K
$102K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.03K- 15.16% |
$198K - $247K
|
17K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
95.1KNew |
$6.21M - $7.74M
|
95.1K
$8.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.58KNew |
$169K - $210K
|
2.58K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
SELL
|
- |
-2.02K- 88.82% |
$132K - $164K
|
254
$23.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-631- 55.79% |
$41.2K - $51.3K
|
500
$46.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
6+ 0.35% |
$392 - $488
|
1.72K
$159K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-400- 41.24% |
$26.1K - $32.5K
|
570
$52.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
9.54KNew |
$624K - $777K
|
9.54K
$882K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
25New |
$1.63K - $2.03K
|
25
$2.31K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
164New |
$10.7K - $13.3K
|
164
$15.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.6K- 16.63% |
$170K - $211K
|
13K
$1.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-5.1K- 56.67% |
$333K - $415K
|
3.9K
$360K
|
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
8.19KNew |
$535K - $666K
|
8.19K
$757K
|
|
|
Apr 18, 2024
Q1 2024
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
1.86KNew |
$121K - $151K
|
1.86K
$172K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
4New |
$261 - $325
|
4
$370
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
750New |
$49K - $61K
|
750
$69.3K
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-852- 20.02% |
$55.7K - $69.3K
|
3.4K
$315K
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
12KNew |
$784K - $976K
|
12K
$1.11M
|
|
| Q4 2023 | |||||||
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3.24K- 30.81% |
$185K - $229K
|
7.27K
$672K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.72K- 77.5% |
$98.6K - $122K
|
500
$46.2K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 88.89% |
$458 - $565
|
1
$92.4
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1.38KNew |
$79.1K - $97.6K
|
1.38K
$128K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-150- 33.33% |
$8.58K - $10.6K
|
300
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
47.5KNew |
$2.72M - $3.35M
|
47.5K
$4.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
43New |
$2.46K - $3.04K
|
43
$3.97K
|
|